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Brentview Investment Management’s Medtronic MDT Stock Holding History

Brentview Investment Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Buy
42,671
+1,625
+4% +$156K 1.6% 35
2025
Q4 		$3.94M Buy
41,046
+216
+0.5% +$21K 1.78% 33
2025
Q3 		$3.89M Buy
40,830
+1,311
+3% +$121K 1.77% 32
2025
Q2 		$3.44M Sell
39,519
-764
-2% -$64.8K 1.74% 33
2025
Q1 		$3.62M Buy
40,283
+2,025
+5% +$181K 1.93% 28
2024
Q4 		$3.06M Buy
+38,258
New +$3.31M 1.74% 29

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brentview Investment Management's MDT Position: Q1 2026 in Review

Brentview Investment Management increased its Medtronic (MDT) stake by 4% in Q1 2026, buying an estimated $156K and bringing the position to 42,671 shares worth $3.7M. The position accounts for 1.6% of the portfolio, ranked #35.

Brentview Investment Management first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Brentview Investment Management held 42,671 shares of Medtronic worth $3.7M as of Q1 2026.
  • Brentview Investment Management bought 1,625 Medtronic shares in Q1 2026, an estimated $156K.
  • Medtronic made up 1.6% of Brentview Investment Management's portfolio in Q1 2026, its #35 holding.
  • Brentview Investment Management first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Brentview Investment Management's Medtronic position peaked at $3.94M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.